Market Insights: Dollar Moves, Market Concentration, and the Signals That Matter
Denise Chisholm unpacks the data behind dollar weakness, market concentration, and sector signals. Learn why earnings trends matter more than currency moves and what today’s conditions may mean for equity opportunities. Recorded Feb. 2, 2026.
Gold: Safe Haven or Old Myth? A Fresh Look at the Data – Denise Chisholm
Host Nicole Correale sits down with Denise Chisholm, Fidelity’s Director of Quantitative Market Strategy, for a data‑driven look at one of the oldest questions in investing: Does gold still deserve its reputation as a safe‑haven asset? Denise breaks down what the historical data really shows—across…
Market Insights: Geopolitics, Oil, and the Tech Reset
Denise Chisholm breaks down geopolitical tensions, oil price moves, and tech valuation resets, highlighting what history suggests for markets and where risks and opportunities may lie. Recorded on March 12, 2026.
Read the full transcript
Market Insights: Oil Prices and Market Expectations
Denise Chisholm explores oil price shocks, market expectations, and valuation signals—showing how today’s economy and equity markets differ from past periods of volatility. Recorded on April 21, 2026.
Denise Chisholm's sector and factor perspectives – April 30, 2026
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Recorded on April 30, 2026.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors an…
What if It’s Still Early? With Denise Chisholm
On episode 244 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Denise Chisholm to discuss: whether AI capex is a bubble, why stocks keep climbing despite pe…
Denise Chisholm's sector and factor perspectives – May 28, 2026
Denise Chisholm, Director of Quantitative Market Strategy, brings her unique insights and perspectives on the sectors to watch in global markets.
Recorded on May 28, 2026.
At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and …
Market Insights: Hawkish Fed or Healthy Growth?
Are rising rates a threat or a sign of strength? Denise Chisholm explains why growth-driven hikes have historically supported equities and why tech and semiconductors may be more resilient than investors think. Recorded on May 26, 2026.
View transcript: https://www.fidelity.com/bin-public/600_Fide…
Market Insights: Breaking the Late Cycle Myth
Is the market overheating or catching up? Denise Chisholm uses data to challenge late-cycle fears, showing why strong earnings, muted inflation risks, and persistent skepticism may signal more runway ahead. Recorded on June 23, 2026.
View transcript: https://media.fidelity.com/assets/Fidelity.com_…
Rising bond yields and a broadening market
What could rising bond yields mean for investors and where might opportunities exist outside of mega-cap stocks? Denise Chisholm is joined by Brad Pineault on this episode of Market Insights. Recorded September 1st, 2026.
View transcript: https://media.fidelity.com/assets/Fidelity.com_VMS/679/378/M…
موتور جستجوی پادکست
می توانید از وب سایت ما برای جستجوی پادکست های3,833,896و قسمت های197,155,567بر اساس افراد، مکان ها یا موضوعات استفاده کنید.
If I have seen further than others, it is by listening to podcasts and standing upon the shoulders of
giants.
‐ Isaac "Llamacorn" Newton
ویرایش
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